Latest Institutional Purchases of Spdr Ser Tr Spdr S&P Oil & Gas (XES)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Spdr S&P Oil & Gas (XES) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
211+ 49.53% |
$16.5K - $21.1K
|
637
$42.6K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
122New |
$9.53K - $12.2K
|
122
$8.16K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
80New |
$6.25K - $7.99K
|
80
$5.35K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
75New |
$5.86K - $7.49K
|
75
$5.02K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
64New |
$5K - $6.39K
|
64
$4.28K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.2KNew |
$817K - $970K
|
12.2K
$814K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
300New |
$20.1K - $23.9K
|
300
$20.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
34New |
$2.28K - $2.71K
|
34
$2.27K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$67.1 - $79.7
|
1
$66.9
|
|
| Q1 2023 | |||||||
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.1KNew |
$2.44M - $3.19M
|
35.1K
$2.35M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
33.2KNew |
$2.31M - $3.02M
|
33.2K
$2.22M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
29.1KNew |
$2.03M - $2.65M
|
29.1K
$1.95M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
17.3KNew |
$1.2M - $1.57M
|
17.3K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.31KNew |
$508K - $664K
|
7.31K
$489K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
5.9KNew |
$410K - $536K
|
5.9K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
3KNew |
$209K - $273K
|
3K
$201K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
625New |
$43.5K - $56.8K
|
625
$41.8K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
122New |
$8.49K - $11.1K
|
122
$8.16K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
50New |
$3.48K - $4.54K
|
50
$3.35K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9New |
$626 - $818
|
9
$602
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
7.07KNew |
$418K - $585K
|
7.07K
$473K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.64KNew |
$97.2K - $136K
|
1.64K
$110K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
560New |
$33.1K - $46.3K
|
560
$37.5K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
75+ 6.89% |
$4.43K - $6.21K
|
1.16K
$77.8K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
20K+ 40.0% |
$1.03M - $1.34M
|
70K
$4.68M
|
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
5.41KNew |
$278K - $363K
|
5.41K
$362K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
24New |
$1.23K - $1.61K
|
24
$1.61K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
8.7KNew |
$494K - $717K
|
8.7K
$582K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
875New |
$49.7K - $72.1K
|
875
$58.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
777New |
$44.1K - $64K
|
777
$52K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
13New |
$738 - $1.07K
|
13
$870
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5New |
$284 - $412
|
5
$335
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
770New |
$40.8K - $59.7K
|
770
$51.5K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
17+ 68.0% |
$901 - $1.32K
|
42
$2.81K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
2.19KNew |
$102K - $136K
|
2.19K
$146K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
100+ 1428.57% |
$4.68K - $6.2K
|
107
$7.16K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
145KNew |
$6.63M - $9.43M
|
145K
$9.7M
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
6KNew |
$288K - $408K
|
6K
$401K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
3New |
$144 - $204
|
3
$201
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.72KNew |
$215K - $311K
|
4.72K
$316K
|
|
| Q1 2020 | |||||||
|
Apr 27, 2020
Q1 2020
|
Hudock, Inc.
|
BUY
|
- |
22New |
$440 - $1.86K
|
22
$1.47K
|
|